The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Backed by Insight and ICONIQ.
About the role
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience
- Develop a deep understanding of advisors, end clients, and the investment-management workflows they use to evaluate performance and communicate with clients
- Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities
- Lead product discovery through user interviews, market research, competitive analysis, and product analytics
- Translate complex financial concepts, calculations, and data workflows into simple, accurate, and useful product experiences
- Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses and improve the customer experience
More about this role
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a...
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